PODCAST · business
Alt Investing Made Easy
by AltInvestingMadeEasy LLC
Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money work harder. Dive in with us, and let's make investing in alternative assets easy, giving you the confidence to navigate the financial landscape, one episode at a time.
Episodes
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E79: Gold & Silver Investing Explained: How to Protect Your Portfolio
Gold Investing: How Precious Metals Protect Your Portfolio Gold investing isn’t about chasing returns; it’s about protecting what you’ve already built. In this episode, we break down how gold and silver function as portfolio insurance, why physical ownership matters, and how precious metals…
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E78: AI in Investing: Risks, Opportunities & Investor Judgment
AI is rapidly transforming how investors analyze deals, evaluate opportunities, and create investment materials. But where does it actually add value. and where does it introduce hidden risk? In this episode, we break down how AI is being used in alternative investments today, the real dangers of...
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E77: Mining Investments Explained - How Investors Profit from Discovery
Mining investments sit at the intersection of geology, macroeconomics, and capital markets—yet most investors misunderstand how value is created. In this episode, we break down how exploration companies operate, how investors participate, and what truly drives returns. From commodity cycles to...
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E76: Fund Administration Explained - How Private Funds Really Work
What actually keeps a private fund running behind the scenes—and why should investors care? In this episode, we break down fund administration in plain English: how it drives transparency, protects capital, and enables fund managers to scale. You’ll learn when fund administration becomes…
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E75: How Fiduciary Advisors Use Alternative Investments to Build Smarter Portfolios
What does a fiduciary financial advisor actually do—and why does it matter for investors allocating capital today? In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders sit down with wealth advisor Whitney Warmack to explore how independent advisors guide families...
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E74: Donor-Advised Funds Explained
Philanthropy is often one of the largest capital allocations an investor will ever make—yet it’s rarely treated strategically. In this episode of Alt Investing Made Easy, we unpack how donor-advised funds (DAFs) function as tax-efficient, flexible vehicles for deploying philanthropic capital.…
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#73: Is Triple Net Real Estate the Safest Cash Flow Strategy Right Now?
In this episode of Alt Investing Made Easy, we sit down with Ben Kogut, founder of Rooster Equity, to unpack the mechanics of triple net lease investing and what disciplined capital allocation actually looks like in today’s market. We explore how conservative underwriting, preferred returns, fund...
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E72: What are Triple Net Lease Investments and Why Investors Are Pivoting
Triple Net Lease Investing vs Multifamily Are triple net lease investments replacing multifamily as the smarter allocation? In this episode, commercial real estate investor Joseph Gozlan explains why rising expenses, flat rents, and NOI compression forced a strategic pivot—and how triple net…
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E71: How Smart Business Turnarounds Protect Investor Capital
What actually causes businesses to fail, and how can investors spot the warning signs early? In this episode of Alt Investing Made Easy, we go beyond surface-level financials to unpack the real drivers of business distress: cash flow blind spots, gut-driven decisions, and hidden balance sheet…
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E70: Term Sheet Red Flags Every Private Investor Must Know
Term Sheet Red Flags Investors Should Never Ignore Before committing capital to a private or alternative investment, one document matters more than any pitch deck: the term sheet. In this episode of Alt Investing Made Easy, we break down the most critical term sheet red flags investors should…
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E69: Cannabis Investing Explained - Regulation, Capital & Growth
Cannabis Investing: Regulation, Capital & Scalable Growth Models Cannabis investing sits at the intersection of regulation, entrepreneurship, and alternative capital strategy. In this episode, we break down how investors evaluate opportunity in a fragmented, capital-constrained industry shaped by...
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E68: The Complex World of Business Valuations with Scott Abels
In this episode of "Alt Investing Made Easy," hosts Sarah Florer and Roland Wiederaenders welcome Scott Abels, CPA and President of Precision Valuation Services, to discuss the intricacies of business valuations. Scott shares his extensive background in corporate America, detailing how his...
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E67: How to Evaluate a Term Sheet for Private Investments (3-Pillar Framework)
Most private investors don’t lose money because the asset was bad—they lose because the structure was flawed. In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders introduce a practical framework to help you evaluate a term sheet with clarity and confidence. You’ll…
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E66: Why Global Capital Is Increasingly Investing in India
Investing across borders doesn’t have to feel opaque or intimidating. In this episode of Alt Investing Made Easy, we explore how India’s rapidly evolving regulatory and investment landscape is opening new opportunities for sophisticated global investors. Joined by India-based legal experts, we...
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E65: Alternative Investments 2025 Recap - Private Markets, Access, and Trends
#AlternativeInvestments continue to reshape how capital is built, allocated, and preserved. In this year-end recap, the hosts of #AltInvestingMadeEasy reflect on key trends in #PrivateMarketInvesting, lessons from expert guests, and the growing importance of education, access, and disciplined…
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E64: How Planned Giving for Investors Cuts Taxes and Strengthens Your Legacy
#PlannedGiving isn’t just about generosity, it’s a way for #HighNetWorth investors to align #CapitalAllocation, #TaxStrategy, #WealthPlanning, and #LegacyInvesting. In this episode of #AltInvesting Made Easy, attorney and entrepreneur Barry Resnick demystifies how charitable strategies,...
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E63: Sports Investing Explained: NIL Money & Athlete Wealth
Sports is no longer just entertainment; it’s an economic engine. In this episode, we explore how NIL deals, athlete branding, and “Athlete Family Offices” are reshaping wealth creation in the sports world. Elizabeth Quanaim of Robin Glenn joins us to explain the financial realities behind the...
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E62: Middle Market M&A: How Founders Maximize Exit Value with Tim Mueller
Discover how Middle Market M&A really works and what founders must do to maximize exit value in the $5M–$40M lower middle market. In this episode, M&A advisor Tim Mueller of IT ExchangeNet breaks down how private equity, search funds, and strategic buyers evaluate companies and negotiate deals....
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#61 Inside Ballard Global’s Private Credit Investing Strategy
Private credit doesn’t have to be mysterious—or risky. In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders sit down with Mike Barker and Rick Parmiter of Ballard Global to uncover how private credit delivers consistent returns without the volatility of public...
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E60: Inside Dubai Deals - How Capital Actually Moves in the UAE
For Investors Exploring Cross-Border Opportunities: How Raising Capital in the UAE Really Works Dubai is often seen as a place of limitless wealth and easy capital—but the reality of raising money in the United Arab Emirates is far more structured and relationship-driven than most realize. In…
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E59: How to Become Investor-Ready: Fundraising & Investor Relations Strategies for Alternative Investments
Discover how fund managers go from overlooked to investor-ready in this episode of Alt Investing Made Easy. Guest expert Laura Oslick, founder of Stella Polare Advisors, reveals proven fundraising strategies, investor relations best practices, and the operational playbook every manager needs to...
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E58: Capital Raising Made Easy - How Real Advisers Capital Helps Issuers Attract Investors
In this episode, hosts Sarah Florer and Roland Wiederaenders unveil Real Advisers Capital—a new platform designed to simplify private capital raising. Together with marketing strategist Anthony Carrano and videographer Mark Caddell, they merge legal expertise, compliance, and digital marketing to...
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E57: Estate Planning Simplified: Protecting Your Family, Your Legacy, and Your Peace of Mind with Eric Bean, FBFK Law
Discover simple, strategic steps to protect your wealth, secure your legacy, and prevent family conflict through smart estate planning with expert insights from attorney Eric Bean. Estate Planning Made Easy: Protect Your Legacy and Family Peace of Mind Most people think estate planning is only…
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#56: Maximize Returns with Legal Due Diligence - Reduce Risk, Close Better Deals
Legal Due Diligence: Protecting Returns in Alternative Investing Legal due diligence isn’t just paperwork — it’s profit protection. In this episode, attorney Javier Aranda of FBFK Law joins hosts Sarah Florer and Roland Wiederaenders to explain how early legal strategy can prevent costly…
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#55 Qualified Small Business Stock (QSBS) Explained: How Section 1202 Creates Tax-Free Business Exits
How Qualified Small Business Stock Creates Tax-Free Business Exits Discover how Qualified Small Business Stock (QSBS) can unlock tax-free exits for founders and investors. In this episode, attorney Dan Baucum of FBFK Law breaks down the tax rules, timelines, and strategies behind Section 1202....
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#54 Venture Capital Investing: How Women-Led Startups Drive Innovation & Returns
Summary How True Wealth Ventures empowers women-led companies to transform health and sustainability through venture capital. In this episode of Alt Investing Made Easy, Dr. Sara T. Brand, co-founder of True Wealth Ventures, shares how her fund invests exclusively in women-led companies improving...
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E53: Commercial Real Estate Investing Explained - Diversified Funds for Stable Monthly Cash Flow
Diversify smarter: stable, passive income through commercial real estate funds. Commercial real estate doesn’t have to be complicated. In this episode, Zane Schartz of Freedom Commercial Real Estate breaks down how diversified net-lease funds can generate stable monthly cash flow while minimizing...
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E52: Opportunity Zones 2027 - Fund Strategies for Tax-Free Growth
Discover how Opportunity Zones can help you defer taxes, boost returns, and diversify your portfolio while fueling community growth. In this episode of Alt Investing Made Easy, attorney and Opportunity Zone expert Gerry Reihsen breaks down complex tax rules into practical, actionable strategies....
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Unlocking Wealth - The Power of Alternative Investments with Carlos Lowenberg
In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Carlos Lowenberg, founder of Masterpiece Capital. The conversation explores the importance of transformational relationships in wealth management, the significance of alternative investments, and…
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E:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial Partners
In this episode of Alt Investing Made Easy, Charles Heinzelman discusses premium finance, its benefits for high net worth individuals, and the importance of tax planning. He shares insights on networking, compliance in finance, and lessons learned from the financial crisis. Charles emphasizes the...
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E49: Unlocking Small Business Success with Wade Bruffey
In this episode, Wade Bruffey from Main Street Securities discusses the growing asset class of small business acquisitions, emphasizing the importance of owner-operators and the financing landscape. He shares insights from his personal journey in the industry and highlights the role of his…
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E48: Unlocking the Secrets of Crypto Lending with Hunter Albright
In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders engage in a comprehensive discussion with Hunter Albright from Salt Lending about the nuances of secured and unsecured lending, particularly in the context of cryptocurrency. They explore the importance of financial...
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E47: Fiduciary Duties with Dan Bitting
Summary In this episode of 'Alt Investing Made Easy', hosts Sarah Florer and Roland Wiederaenders interview Dan Bitting, an attorney and shareholder at FBFK Law, discussing the intricacies of fiduciary duties in law, particularly in the context of alternative investing. The conversation explores...
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E46: Investment Management Law with George Lee with FBFK Law
Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview George T Lee, a seasoned attorney specializing in investment management and family offices. The conversation covers George's background as a third-generation attorney, the evolution and...
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E45: Family Office Insights with Jonathan Tuttle
In this episode of Alt Investing Made Easy, Jonathan Tuttle shares his experiences traveling through Southeast Asia and discusses the growing trend of family offices in the region. He delves into his background in real estate and podcasting, explaining how he became involved with family offices…
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E44: Fostering Community Among Real Estate Investors with Joe Fairless of Ashcroft Capital
Summary: In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Joe Fairless from Ashcroft Capital. Joe shares his journey from advertising to real estate, discussing the dynamics of the multifamily market, the impact of rising interest rates, and the...
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E43: Meet Kyle Ferguson and The FBFK Way
Summary: In this episode of Alt Investing Made Easy, Kyle Ferguson, founder of FBFK Law, shares insights into the values and principles that guide his law firm. He discusses the importance of empathy, culture, and leadership in creating a successful legal practice. The conversation explores the...
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E42: Invest in Buda Neighborhood Retail with Frank Navarro and Tim Dowling
Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Tim Dowling and Frank Navarro, discussing their investment opportunity in a mixed-use “neighborhood’”retail project in Buda, Texas. The conversation starts with an introduction and...
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E41: A Conversation about the Five Capitals
Summary In this episode, Sarah Florer and Roland Wiederaenders explore the concept of the five capitals, a framework for understanding wealth beyond just financial matters. They discuss human, intellectual, social, spiritual, and financial capital, emphasizing the importance of each in building...
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E40: Meet Bryan Hancock and the Texas Freedom Fund
Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview Brian Hancock about his Texas Freedom Fund, an oil and gas investment fund. Brian shares his background in real estate and engineering, his transition into oil and gas investing, and the…
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E39: Passive Investing Mastery - Interview with Patrick Grimes
Summary In this conversation Roland and Sarah from Alt Investing Made Easy introduce Patrick Grimes, of Passive Investing Mastery, who discusses his journey into alternative investments, emphasizing the importance of capital preservation and recession resilience. Patrick shares a passion with…
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E38: Invest with Commodore Group Holdings and Rohit Sood
In this mini-episode from Alt Investing Made Easy we meet Mr. Rohit Sood who presents accredited investors with an investment opportunity with Commodore Group Holdings LP, a Delaware limited partnership focused on long-only quality investing in high-quality US equities. Rohit discusses the...
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E37: Think like an Owner: Meet Commodore Group Holdings and Rohit Sood
Summary Hosts Sarah Florer and Roland Wiederaenders welcome Mr. Rohit Sood of Commodore Group Holdings, which uses a hedge fund strategy focused only on taking long positions. In this episode from Alt Investing Made Easy we hear from Rohit as he shares his unique journey starting out as a trained...
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E36: Invest in Flex Industrial with Land Play by Alec McElhinny
Summary In this episode of ALT Investing Made Easy, Alec McElhinny shares an investment deal he is offering in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of investing in flex space, and...
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E35: Flex Industrial - Meet Alec McElhinny with Land Play
Summary In this episode of ALT Investing Made Easy, Alec McElhinny shares his journey from being an actuary to becoming a commercial real estate investor. He discusses his current project in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the...
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E34: Revisit Episode 1: Intro to Alternative Assets - Deep Dive into the Regulatory Framework
Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the regulatory framework governing securities, focusing on the Securities Act of 1933 and its implications for private offerings. They discuss the importance of Regulation D, the role of…
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E33: Invest in Private Equity with Mark Flickinger of BIP Capital
Summary In this episode of Alt Investing Made Easy, Roland and Sarah interview Mark Flickinger, General Partner and COO of BIP Ventures. Mark discusses the launch of their new investment product, BIP Ventures Evergreen BDC, which aims to provide accredited investors with easier access to private...
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E32: Meet Mark Flickinger and the BIP Ventures Evergreen Funds
Summary Today in this Episode of Alt Investing Made Easy hosts Sarah Florer and Roland Wiederaenders welcome Mark Flickinger from BIP Ventures to discuss investing in operating business through private equity, one of the classes of alternative investments. Mark is highly experienced and shares...
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E31: Everything You Need to Know About the Capital Stack
Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the concept of the capital stack, explaining its significance in investment decisions. They break down the layers of the capital stack, including debt, mezzanine debt, preferred equity, and common...
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E30: Wealth Planning - Interview with Carlos Cardenas of Austin Wealth Management
Summary In this episode of Alt Investing Made Easy, Roland and Sarah speak with Carlos Cardenas from Austin Wealth Management, who discusses the critical role of strategic planning in wealth management, including in times of turbulence. He shares his journey from being an art dealer to becoming a...
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ABOUT THIS SHOW
Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money work harder. Dive in with us, and let's make investing in alternative assets easy, giving you the confidence to navigate the financial landscape, one episode at a time.
HOSTED BY
AltInvestingMadeEasy LLC
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Frequently Asked Questions
How many episodes does Alt Investing Made Easy have?
Alt Investing Made Easy currently has 79 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Alt Investing Made Easy about?
Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights...
How often does Alt Investing Made Easy release new episodes?
Alt Investing Made Easy has 79 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Alt Investing Made Easy?
You can listen to Alt Investing Made Easy on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Alt Investing Made Easy?
Alt Investing Made Easy is created and hosted by AltInvestingMadeEasy LLC.
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